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iShares ESG Optimized MSCI USA ETF

488 hedge funds and large institutions have $2.15B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 194 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.88% less ownership

Funds ownership: 60.96%60.09% (-0.88%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 194

Holders
488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
426
Caldwell Trust
Florida
$101K
CA
427
Crewe Advisors
Utah
$94.3K
MEG
428
Millstone Evans Group
Colorado
$92.7K
ATC
429
Adirondack Trust Company
New York
$92.4K
PWMG
430
Prestige Wealth Management Group
New Jersey
$87K
AWM
431
AE Wealth Management
Kansas
$84.3K
CTA
432
Colonial Trust Advisors
South Carolina
$82.4K
IRC
433
Investors Research Corp
Georgia
$81.8K
EPIMS
434
Evelyn Partners Investment Management Services
$80.1K
FWP
435
FAS Wealth Partners
Kansas
$78.2K
VNA
436
Valley National Advisers
Pennsylvania
$71K
AssetMark Inc
437
AssetMark Inc
California
$69K
CWP
438
Concord Wealth Partners
Virginia
$68.4K
GWANC
439
Guardian Wealth Advisors (North Carolina)
North Carolina
$66.7K
WCM
440
Westend Capital Management
California
$63.8K
RPCA
441
Running Point Capital Advisors
California
$62.7K
PA
442
Parallel Advisors
California
$62.6K
CA
443
CoreCap Advisors
Michigan
$60.6K
SAM
444
Smartleaf Asset Management
Massachusetts
$58.7K
PTC
445
Private Trust Company
Ohio
$57.9K
DJSG
446
D.J. St. Germain
Massachusetts
$54.6K
FRA
447
Front Row Advisors
California
$53.6K
NS
448
NBC Securities
Alabama
$51K
DFA
449
DHJJ Financial Advisors
Illinois
$49.4K
HFS
450
Hantz Financial Services
Michigan
$49K